|
1
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$82.4M
|
-$751K
|
-5,930
|
-0.9%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$72.3M
|
+$20.5M
|
+161,690
|
+38%
|
|
|
3
|
|
$69.2M
|
-$7.63M
|
-60,249
|
-10%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$62.2M
|
+$10.1M
|
+79,580
|
+19%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$53M
|
-$269K
|
-2,126
|
-0.5%
|
|
|
6
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$50M
|
+$2.32M
|
+18,343
|
+5%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$29.1M
|
+$4.51M
|
+35,592
|
+18%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$28.6M
|
-$6.73M
|
-53,144
|
-19%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$27.5M
|
-$84.7M
|
-669,205
|
-75%
|
|
|
10
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$26.6M
|
–
|
–
|
–
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$22M
|
-$4.11M
|
-32,432
|
-15%
|
|
|
12
|
Freedom Investment Management
Hartford,
Connecticut
|
$21.7M
|
+$11.9M
|
+93,778
|
+115%
|
|
|
13
|
Personal Capital Advisors
Redwood City,
California
|
$21.5M
|
+$1.62M
|
+12,757
|
+8%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$18.1M
|
+$4.1M
|
+32,355
|
+28%
|
|
|
15
|
Rockefeller Capital Management
New York
|
$17.2M
|
+$1.21M
|
+9,554
|
+7%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$16.3M
|
+$350K
|
+2,761
|
+2%
|
|
|
17
|
Dowling & Yahnke
San Diego,
California
|
$15M
|
+$416K
|
+3,284
|
+3%
|
|
|
18
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$14.1M
|
+$86.6K
|
+684
|
+0.6%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13.6M
|
-$1.83M
|
-14,444
|
-12%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10M
|
+$638K
|
+5,036
|
+7%
|
|
|
21
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$9.52M
|
–
|
–
|
–
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$8.13M
|
+$4.81M
|
+38,010
|
+137%
|
|
|
23
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$8M
|
-$261K
|
-2,061
|
-3%
|
|
|
24
|
TIAA FSB
Jacksonville,
Florida
|
$7.32M
|
-$14.7M
|
-116,219
|
-66%
|
|
|
25
|
|
$6.39M
|
+$252K
|
+1,989
|
+4%
|
|
